See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,161 | $97,757+17.8% | $83,848+37.3% | $135,375-14.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 2.19% | 1287.37%-1285.2pp | 850.88%-848.7pp | 519.73%-517.5pp |
| Employer contribution / active EE | $12,996 | $4,222+207.9% | $3,631+257.9% | $4,779+172.0% |
| Participant deferral / active EE | $7,581 | $4,682+61.9% | $4,082+85.7% | $5,609+35.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |